Brendel Financial Advisors’s Trex TREX Stock Holding History

Brendel Financial Advisors’s Portfolio TREX Stock Details TREX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-44,990	Closed	-$2.04M	–	94
2019 Q3	$2.04M	Buy	+44,990	New	+$1.81M	1.84%	22

Other funds holding TREX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Brendel Financial Advisors's TREX Position: Q4 2019 in Review

Brendel Financial Advisors sold out of Trex (TREX) in Q4 2019, closing a stake of 44,990 shares — an estimated $2.04M sold.

Brendel Financial Advisors first reported a position in TREX in Q3 2019 and held it in 1 quarter. The position peaked at $2.04M in Q3 2019. 335 funds tracked by Wall St. Rank hold TREX as of Q4 2019.

Brendel Financial Advisors reported no remaining Trex position as of Q4 2019 after selling out during the quarter.
Brendel Financial Advisors sold 44,990 Trex shares in Q4 2019, an estimated $2.04M.
Brendel Financial Advisors first reported a position in Trex in Q3 2019 and held it in 1 quarter.
Brendel Financial Advisors's Trex position peaked at $2.04M in Q3 2019.
335 funds tracked by Wall St. Rank held Trex as of Q4 2019.

Based on Brendel Financial Advisors's 13F filing for Q4 2019, filed 4 Feb 2020.